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Estate Planning is About More Than Taxes

December 11, 2018 by Jeffrey A. Nirenstein

Estate Planning addresses many concerns, not just taxes. It can protect beneficiaries from their own creditors, provide divorce and remarriage protection, and protect the benefits of children with special needs. Learn more about how Estate Planning can help protect your beneficiaries by providing privacy and other benefits. Estate Planning is About More Than Taxes … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Asset Protection, divorce protection, remarriage protection, special needs, tax cuts and jobs act, Taxes

Retirement is Complicated

March 20, 2018 by Barry D. Horowitz, Estate Planning Attorney

Many factors go into retirement decisions. This article examines many of those factors, such as where to retire, access to healthcare, income taxation, estate taxation, property taxation, etc. This article includes many links to helpful lists. Retirement is Complicated … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, healthcare, retirement, Taxes

Tax Reform and the Estate Tax

January 3, 2018 by Jeffrey A. Nirenstein

There’s a Republican blueprint for tax reform. Learn the general provisions of the plan and the uncertainties in it. Read on to learn more. … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: alternative minimum tax, AMT, blueprint, Estate Planning, Estate Tax, generation-skipping tax, GST, Taxes

How Tax Reform Could Impact Various Families

December 27, 2017 by Jeffrey A. Nirenstein

Learn how the Republican blueprint for tax reform would impact different families from an estate planning perspective. Read on to learn more. … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: blueprint, capital gains, discounting, Estate Planning, Estate Tax, Taxes

GRAT Can Be Good Gamble

November 13, 2013 by Barry D. Horowitz, Estate Planning Attorney

There are various different acronyms that are used in estate planning, and they oftentimes shorten rather wordy names for certain types of trusts. We like to highlight one of these from time to time, and in this post we will look at the GRAT or grantor retained annuity trust. When you have assets that exceed the amount of the estate tax exclusion, which is $5.25 million in 2013, you are going to look for ways to transfer assets to your loved ones in a tax efficient manner. The utilization of … [Read more...]

Filed Under: Estate Planning, Taxes, Wills and Trusts Tagged With: Estate Planning, Grantor Retains Annuity Trusts, Taxes

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There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.
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Testimonials

Efficient, clear and helpful communication; clearly knowledgeable and an expert in estate planning and assisting clients; hospitable office staff; easy location to access; would definitely recommend to others interested in exploring and establishing trusts.
S.J.B.
All of the staff were extremely professional & attentive and helped us navigate through the estate planning process with ease. As a result, we have piece of mind, as well as a clear step by step process to follow in the future. The take-home binder is an added bonus, and I know we will use it as a resource.
MS
Process was clear and concise. An important factor was to attend the seminar. The Review was thorough with detailed information, punctuated by reassurances that the firm can always be contacted. We would recommend this firm.
MM
We are very pleased with the service we have received. The staff has been very helpful, professional & cordial. It has given us peace of mind to work on the estate planning. All of the information received has been very helpful.
ERM
This is a very difficult problem to face.- These people were a great help to us. They explained these matters clearly, professionally and kindly- My family will have an easier time dealing with this stuff. Now I can die in peace. The less of my estate the government gets, the better.
-B.C. & M.C.
Very satisfied from the day of the seminar to when the trust took effect. All our questions were answered and any further questions we might have are only a phone call away. We will recommend this to all our family and friends.
B. T.

Upcoming Seminars

  • ESTATE PLANNING SEMINAR
    • Aqua Turf Country Club
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    • Wednesday, December 18, 2019
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    • Middletown
    • Tuesday, January 21, 2020

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WESTPORT OFFICE

191 Post Road West
Westport, CT 06880
Phone: (860) 548-1000
Fax: (860) 761-1070
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Somerset Square

200 Glastonbury Boulevard, Suite 202
Glastonbury, CT 06033-4418
Phone: (860) 548-1000
Fax: (860) 761-1070
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Monday8:00 AM - 5:00 PM
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Wednesday8:00 AM - 5:00 PM
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